AI-Powered Research
That Never Sleeps
eZorro helps you research markets, analyze your portfolio, and build strategies — so you can make more informed decisions.
Show me my portfolio
Connect Any Broker
Link Your Brokerage
in 60 Seconds
Securely connect your existing accounts through SnapTrade. No transfers, no paperwork. Your money stays where it is.
- Read-only access — your funds never leave your broker
- 50+ brokerages supported via SnapTrade
- Bank-level encryption & security
- Connect in 60 seconds, no paperwork
Supported brokerages include:
Powered by SnapTrade — bank-level security
AI Trading Agent
Not a Chatbot. A Full-Stack
Research Assistant.
114 tools. Real market data. Your portfolio context. Ask anything — from strategy creation to tax optimization.
Strategy Creation
Design trading strategies with natural language
"Create a momentum strategy for NVDA"Backtesting
Test any strategy against historical market data
"Backtest this against 10 years of data"Strategy Optimization
AI explores parameter combinations to help improve strategy performance
"Optimize my NVDA strategy parameters"Portfolio Analysis
AI-powered allocation insights and risk analysis
"Analyze my current allocation"Alternative Data
Congressional trades, insider activity, sentiment
"Any insider trading in my holdings?"Export Scripts
Export to Python, Pine Script, EasyLanguage, ThinkScript, or TypeScript
"Export my strategy as Pine Script"Market Research
Real-time market data, news, and analysis
"What's moving in tech today?"Price Alerts
Automated monitoring with instant notifications
"Alert me when AAPL drops below $180"Pulse — Scheduled Briefings
Portfolio and market analysis delivered to your inbox — daily, weekly, or monthly
"Send me a weekly portfolio summary"The Difference
What Changes When You Have
AI Research on Your Side
Without eZorro
Manually checking 5+ sites for market data
45 min/day
Spreadsheet analysis for portfolio review
2-3 hours/week
Missing tax-loss harvesting windows
Overlooked savings
No visibility into congressional trading
Blind spot
Decisions based on gut feeling
Emotional decisions
Scattered research across many tools
Fragmented workflow
With eZorro
One prompt: full portfolio analysis
3 minutes
AI-generated allocation insights
Instant
Tax-loss harvesting opportunity alerts
Automated
Real-time insider & Congress tracking
Always on
Data-driven research, not guesswork
114 tools
All your research tools in one place
One platform
AI Reports
6 Reports You Can't Get
Anywhere Else
Each report is generated by AI using your actual portfolio data, live market feeds, and alternative data sources.
Reports are generated using AI for informational and educational purposes only. They do not constitute investment advice. Always do your own research before making financial decisions.
Real Value
What This Would Actually Cost You
eZorro bundles capabilities that would otherwise require multiple premium subscriptions.
If purchased separately
$3,000+ /year
Pricing
Professional-Grade Research.
Accessible Pricing.
Market data, AI-powered analysis, alternative data, and 6 research reports — all included.
Starter
Standard price
- AI Research Assistant (Claude-powered)
- All 6 premium report types
- Price alerts & notifications
- Strategy backtesting & optimization
- Connect any brokerage (50+)
- Alternative data (Congress, insiders)
- Real-time market data & news
You save $240/year with introductory pricing
Start 14-Day Free TrialNo credit card required · Cancel anytime
Trader's Choice
Standard price
- AI Research Assistant (Claude-powered)
- All 6 premium report types
- Price alerts & notifications
- Strategy backtesting & optimization
- Connect any brokerage (50+)
- Alternative data (Congress, insiders)
- Real-time market data & news
- 2M bonus tokens vs Starter
- Early feature access
- Priority support
You save $312/year with introductory pricing
Start 14-Day Free TrialNo credit card required · Cancel anytime
Need more? Purchase additional tokens anytime at $6/1M. Unused purchased tokens roll over to the following month only.
Your Security Is Non-Negotiable
We never touch your money. eZorro connects to your brokerage in read-only mode through SnapTrade's bank-level API infrastructure.
FAQ
Questions? We've Got Answers.
eZorro is an AI-powered research platform for self-directed investors. It connects to your existing brokerage account and helps you research markets, create trading strategies, backtest ideas against historical data, generate portfolio reports, and monitor your positions — all through a simple chat interface. eZorro is not a financial advisor and does not provide investment advice.
You chat with eZorro using natural language. Ask it anything — 'show me my portfolio', 'create a momentum strategy for NVDA', or 'what stocks are Congress members buying?' The AI uses 114 specialized tools to fetch real-time data, run analyses, and surface relevant information. It's powered by Claude, one of the most capable AI models available. All output is for informational purposes — not investment advice.
Yes. eZorro connects in read-only mode through SnapTrade's bank-level encryption. We cannot execute trades, transfer funds, or access your login credentials. Your money never leaves your brokerage. SnapTrade is used by major fintech companies and supports 50+ brokerages with institutional-grade security.
eZorro generates 6 AI-powered reports: Portfolio Analysis (comprehensive holdings review), Daily Market Briefing (personalized market overview), Trade Journal (AI analysis of your trades), Earnings Playbook (pre-earnings preparation), Insider & Congress Tracker (political and insider trading in your holdings), and Tax Optimization (tax-loss harvesting opportunities and savings estimates).
eZorro starts with a 14-day free trial — no credit card required. Standard pricing starts at $29.99/month (Starter with 3M tokens) or $41.99/month (Trader's Choice with 5M tokens). Both plans include all features. Early members get significantly reduced introductory prices locked in for life.
Not at all. eZorro's AI understands natural language — just ask questions the way you'd ask a knowledgeable friend. Whether you're a beginner exploring investing or an experienced trader researching strategies, eZorro adapts to your level.
eZorro supports 50+ brokerages through SnapTrade, including Fidelity, Charles Schwab, TD Ameritrade, Interactive Brokers, Robinhood, E*TRADE, Vanguard, Webull, Alpaca, Tastytrade, and more. If your brokerage is supported by SnapTrade, it works with eZorro.
Yes. Cancel your subscription at any time from your account settings — no contracts, no cancellation fees, no questions asked. Your data remains accessible through the end of your billing period.
Don't Miss the Introductory Price
Get AI-powered portfolio analysis, market research, and strategy backtesting — all in one place.
Start your free trial today. Your first portfolio report takes 3 minutes.
Start Free Trial